D••• M• S•••••

Advisor at I••••••••• F••••••••• L••

LAKEWOOD, CO

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Search this name across graphsid dfx:ria:35737a5e-0527-cb48-3925-4e63e286cba5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 27, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: I••••••••• F••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••••• F••••••••• L••	Independent wealth	Mar 2, 2019	n/a	yes	LAKEWOOD, CO	Current employment
I••••••••• F••••••••• L••	Independent wealth	Aug 27, 2003	Dec 31, 2013	no	GOLDEN, CO	Previous registration

Relationships

Registered with (1)

→ I••••••••• F••••••••• L••Registered adviserregistration: previous registration
Aug 27, 2003 to Dec 31, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:35737a5e-0527-cb48-3925-4e63e286cba5
First observed: Aug 27, 2003
Last observed: Sep 14, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.